Rosealea Yao
China Investment Analyst
Rosealea is a senior analyst in the Beijing office and has been with the firm since 2007. She is a specialist on the Chinese property market, and also works on energy, infrastructure and other issues related to the investment side of the economy. Before joining Gavekal, she worked at the Chinese Institute of CPAs in Beijing. Rosealea studied economics at the University of Manchester, where she earned an MSc degree with distinction, and graduated from Renmin University in 1999.
For Rosealea's article archive click here.
Recent Articles
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Gavekal Dragonomics
April 5, 2019
Video: Chinese Property Is Slowing, Not Collapsing
Home sales in China fell by 3.6% in the first two months of 2019. This, however, was better than expected considering that this upcycle is now four years old. Lower mortgage rates and supportive policies by local governments should prop up demand, and Rosealea expects overall housing sales to decline a modest 2% for the year.
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Gavekal Dragonomics
March 11, 2019
Springtime For Steel
It’s looking like a good spring for China’s steel industry. In this piece, Rosealea reports on her findings from a recent visit to the steelmaking capital of Tangshan. Steel and iron ore prices are being supported by a combination of stable demand from property, recovering demand from infrastructure and supply constraints from scrap shortages.
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Gavekal Dragonomics
February 20, 2019
The Sunset Of Housing Subsidies
China’s local governments are cutting back their slum redevelopment plans, which points to lower government subsidies for housing in 2019. As a result, Rosealea argues, housing sales are likely to have a deeper decline this year, although Beijing will manage the phase-out of subsidies with a careful eye on how it affects the market.